Refunds & DVM Production + Production Reporting

We are improving how PawthosX handles refunds inside reporting.

The goal is to make production reports clearer, fairer, and easier to understand when refunds happen.

Planned support includes:

  • Showing refunds clearly in production reports

  • Separating gross production from refunded amounts

  • Showing net production after refunds

  • Connecting refunds back to the original invoice when possible

  • Supporting item-level refund tracking where available

  • Making refund impact easier for owners and managers to review

  • Improving audit visibility around refund activity

This work is intended to help clinics better understand how refunds affect revenue and provider production without needing to manually untangle invoices later.

More details will be added as the reporting workflow is finalized.

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Upvoters
Status

Estimated in <30 days

Board

Reports & Exports

Date

About 2 months ago

Author

Brendan Baker

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